Wealth & Protection

Offshore Family Holding

Protect your family's wealth and optimise intergenerational wealth transfer internationally.

Starting from €3,490
Request a quote Preliminary consultation — €290
What's included

What you get.

The offshore family holding is the benchmark structure for entrepreneurial families wishing to centralise their assets, protect their wealth from economic risks and organise smooth inter-generational transfer. We build the structure tailored to your family.

  • Holding Company (BVI or Cyprus)
    Main holding in the jurisdiction best suited to your assets and tax residence
  • Operational Subsidiary/ies
    Creation of subsidiaries based on your activities (trading, real estate, consulting)
  • Trust or Foundation (optional)
    Setup of a discretionary trust or foundation for transfer — on quote
  • Multi-Entity Bank Accounts
    Account opening for holding + subsidiaries with consolidated access
  • Family Wealth Charter
    Document defining governance rules, decisions and distribution among family members
  • Partner Tax Lawyer Consultation
    Introduction to a tax law firm to validate the structure
Start this project
Offshore Family Holding — France Web Advisory
Wealth & Protection
How it works — Offshore Family Holding
Process in 3 steps
Our process

How does it work?

01

Asset Mapping

Complete analysis of your assets: companies, real estate, accounts, investments and tax residences of each family member.

02

Structure Architecture

Design of the holding and subsidiaries, choice of jurisdictions and legal instruments (trust, foundation, shareholder agreement).

03

Creation & Implementation

Registration of all entities, account opening and drafting of family governance documents.

Ideal profile

This pack is made for you if…

  • Entrepreneurs owning multiple companies or income in different countries
  • Families wishing to organise the transfer of their assets in an optimised way
  • International real estate investors seeking to consolidate their assets
  • Directors whose children or spouses participate in the business

Not sure this pack is right for you?

Strategic consultation — €290
Summary

Offshore Family Holding

€3,490
  • Holding Company (BVI or Cyprus)
  • Operational Subsidiary/ies
  • Trust or Foundation (optional)
  • Multi-Entity Bank Accounts
  • Family Wealth Charter
  • Partner Tax Lawyer Consultation
Order this pack

Response in 24h · Secure payment · UK Ltd invoice

Frequently Asked Questions

FAQ — Offshore Family Holding

Cyprus is ideal for EU residents: access to European tax treaties, EU VAT, solid banking image. BVI suits non-EU residents seeking maximum confidentiality and 0% tax on dividends. We recommend based on your residency.

No, but recommended for transfer. A discretionary trust places assets outside direct succession, avoiding inheritance taxes depending on jurisdiction. It's an option, not a requirement in this base pack.

Since OECD agreements and CRS (Common Reporting Standard), offshore bank accounts are automatically reported between signatory countries. The holding is a legal optimisation tool, not concealment. Our structure is designed to be 100% compliant.

Next step

Ready to launch your project?

Request a personalised quote or book a 60-min consultation to validate your strategy before starting.

Request a quote — €3,490 Preliminary consultation — €290
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